GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$11.5M
3
+$11.3M
4
LOW icon
Lowe's Companies
LOW
+$9.58M
5
C icon
Citigroup
C
+$8.76M

Top Sells

1
+$441M
2
+$21.4M
3
+$11.9M
4
PSX icon
Phillips 66
PSX
+$10.6M
5
SPG icon
Simon Property Group
SPG
+$8.72M

Sector Composition

1 Financials 5.13%
2 Consumer Discretionary 4.17%
3 Technology 4.09%
4 Healthcare 3.96%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$69K ﹤0.01%
1,522
302
$68K ﹤0.01%
234
303
$67K ﹤0.01%
959
+95
304
$67K ﹤0.01%
3,282
305
$66K ﹤0.01%
1,021
-665
306
$66K ﹤0.01%
980
-1,049
307
$66K ﹤0.01%
1,050
308
$66K ﹤0.01%
+1,181
309
$62K ﹤0.01%
4,000
310
$62K ﹤0.01%
411
311
$62K ﹤0.01%
1,406
-1,708
312
$62K ﹤0.01%
411
+91
313
$60K ﹤0.01%
3,652
+226
314
$60K ﹤0.01%
1,686
315
$60K ﹤0.01%
1,359
+67
316
$59K ﹤0.01%
1,319
317
$58K ﹤0.01%
3,098
-15
318
$58K ﹤0.01%
2,729
-47,548
319
$57K ﹤0.01%
4,016
320
$55K ﹤0.01%
3,798
-246
321
$55K ﹤0.01%
413
-6
322
$55K ﹤0.01%
496
323
$54K ﹤0.01%
688
324
$54K ﹤0.01%
966
-62
325
$54K ﹤0.01%
2,607
+16
11 12
13
14 15